+66.1%
INTC vs S
+30.9%
+35.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -2.4% |
| 7D | +6.0% | +2.0% | +4.0% | +5.6% |
| 30D | -39.2% | -2.7% | -36.5% | -38.2% |
| 3M | -42.9% | -6.9% | -36.1% | -41.5% |
| 6M | -50.4% | +38.1% | -88.5% | -52.2% |
| YTD | +61.7% | +48.0% | +13.7% | +50.1% |
| 1Y | +66.1% | +34.5% | +31.7% | +55.7% |
| All | +66.1% | +30.9% | +35.2% | +55.7% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded S wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling